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Can I set up a Self Serve Client Intake in Clio?

Objective:

  • To determine if a lawyers client can enter their own information into Clio without a 3rd party app.

Environment:

  • Clio Manage

Additional Information:

There are 3rd party applications such as Intake 123 that offer such services. 

Answer:

No, not at this time. 

OR

Refer them to an Account Manager that can discuss the benefits of Clio Grow.

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